Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.
Speaker 2: Stock Movers Report, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg Data.
Speaker 1: Presumably we have a stock mover's today here. It's a podcast,
Speaker 1: and no one does it like Alexis christoferis.
Speaker 3: You can bet your bottom dollar. We do so lots
Speaker 3: to choose from this morning. We have to go with
Speaker 3: some of the obvious ones. Core Weave of eighteen percent
Speaker 3: here pre market one of the reasons why the AI
Speaker 3: trade seems to be back in vogue for today. The
Speaker 3: stock had been up twenty six percent this year through
Speaker 3: yesterday's close. So this is a cloud computing company reporting
Speaker 3: its fifth consecutive quarter of record revenue and a sales
Speaker 3: backlog of get this, one hundred and four billion dollars.
Speaker 3: And the firm also inked more than twenty five billion
Speaker 3: in new customer commitments after that period ended. So business
Speaker 3: is booming at core Weave, and we're talking about serving
Speaker 3: customers like Open Ai, Meta, Microsoft. It sort of has
Speaker 3: become a bellweather really for the AI data center boom
Speaker 3: because it's one of the few companies in this space
Speaker 3: that's actually publicly traded, so it's a way that we
Speaker 3: can sort of monitor all of this. And then in
Speaker 3: keeping with that space, if you will, super Micro, the
Speaker 3: ticker symbol their SMCI is having a good morning. It's
Speaker 3: up about nine percent. And yesterday, Paul, you and I
Speaker 3: were talking on Bloomberg Intelligence about super Micro, how it's
Speaker 3: underperforming its rivals. It's down thirty two percent in the
Speaker 3: past year. But we'll see. Wall Street likes what it
Speaker 3: hears today from this server company reporting sales that nearly
Speaker 3: doubled in its fiscal fourth quarter, surging profit, revenue forecast
Speaker 3: for the current quarter, also topping estimates. So super Micro
Speaker 3: has been working really hard to boost margins. It's selling
Speaker 3: more profitable, profitable products as trying to trim costs. So
Speaker 3: what we did talk yesterday, didn't we, Paul about some
Speaker 3: issues in the c suite and governance issues. They didn't
Speaker 3: really dress that on the call.
Speaker 4: Yeah, would you hope Bloomberg Intelligence called that out for so,
Speaker 4: no no news there, but at least the numbers are
Speaker 4: coming through.
Speaker 1: You guys are so inside based.
Speaker 3: Oh yeah, oh yeah, that's so you had to listen
Speaker 3: to Bloomberg Intelligence exactly right, exactly Surveillance all right, then
Speaker 3: I also brought us kava, because you can ever go
Speaker 3: wrong with a food company, Mediterranean food company. This stock
Speaker 3: is up seventeen percent today, a sales rose faster than
Speaker 3: expected due to increase traffic and customers buying higher priced proteins.
Speaker 1: So it's a restaurant.
Speaker 3: It's a restaurant. Wait a minute, that's that word approaching.
Speaker 3: You hate the word protein exactly, but really.
Speaker 2: That's how the kids rolls.
Speaker 4: That's how the kids are rolling.
Speaker 3: So you just want us to say, if it's chicken,
Speaker 3: it's chicken. If it's beef, it's beef. Don't call it
Speaker 3: a protein anyway. They have a pomegranate glazed salmon, which
Speaker 3: apparently is a hit.
Speaker 1: Okay, they're they're buying the Chrysler building the third Avenue.
Speaker 4: Yeah, oh yeah, and yeah, they're all they're all over
Speaker 4: the I have not yet been to one, but the
Speaker 4: kids say they're great.
Speaker 3: Kids say they're great. And remember it was hurt initially
Speaker 3: by that parasitic outbreak because it scared customers off from
Speaker 3: Greens at a bunch of places like Sweet Greens, and
Speaker 3: Kavakava was not affected by this. I just want to
Speaker 3: put that out there but it was sort of caught
Speaker 3: up in all of that. And if we have a moment,
Speaker 3: I'll let me talk a little tax time with H
Speaker 3: and R Block that's not also having a good morning
Speaker 3: up about eleven percent. The tax preparation company we all
Speaker 3: know what, gave a full year forecast stronger than expected,
Speaker 3: also reported fourth quarter results that beat expectations. So good
Speaker 3: morning for H and R.
Speaker 1: Kids, Meal, Kava, build your own meal, three toppings, three
Speaker 1: classic peda chips, a side of a quarter peda chips,
Speaker 1: small juice or milk. It's like grown up food for
Speaker 1: But how much is it?
Speaker 3: Is the question?
Speaker 4: Yeah, that's probably they don't show the price. There we go,
Speaker 4: You know I don't.
Speaker 1: It's just you know, when I was eight, is that
Speaker 1: what I want to do? Now?
Speaker 4: You wanted them?
Speaker 1: And kids?
Speaker 2: McDonald's the stockmover's report from Bloomberg Radio. Check back with
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